About Insly


Insly is a cloud-based accounting solution that is designed for brokers, agents and accounting professionals. Key features include accounting and billing management, debt management and reporting.

Insly helps in managing sales pipeline where users can view customers details such as location, email, type of customer and other related information. Users can also create and manage policies by viewing installment schedules, claims, active offers, renewals and more. The reporting feature helps users in providing a review of business results. The solution provides customizable reports that contain overview as well as detailed operational reports.

The sales reports dashboard provides a statistical review of sales on a periodic basis. Users can specify report criteria that include installment dates and policy insurer person and type of installment.

The solution is priced per user per month and users can choose between three feature packages. Users have access to multilingual and multi-currency support at no extra charge and can view regular webinars and personal demos.



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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8

16 Reviews of Insly

Average User Ratings

Overall

4.88 / 5 stars

Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(14)

4 stars

(2)

3 stars

(0)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

Showing 1-5 of 16 reviews

February 2014

Mareks from SIA Amserv Financial Services

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

February 2014

Insly Overall

Overall impression of the Insly broker insurance system is remarkably good but still has opportunities for further improvements. The system is user friendly, can be accessed from any computer and doesn't need any additional installations. Insurance quotations work well when main insurance solutions are working properly. On the other hand when working with hight risk class vehicles, mostly all quotations should be done manually and Insly is used to combine all calculations in an easy to read type of proposal, which our clients value. Insly system provides transparent view of working progress and follow-up reminders. From the administrative point of view, Insly offers outstanding functionality of insurers reports, handy payment imports, extensive reporting options. Recommendations might be to insert a variety of commission levels, therefore allowing to differentiate payment methods throughout salesmen and to generate user specific commission acts by adding specific headers and footers to the existing report in order to reduce manual work.

February 2014

Kaido from Aon Baltic Estonian branch

Review Source: Capterra


Ease-of-use

5.0

Customer support

4.0

February 2014

Insly insurance broker software review

Insly insurance broker software features all the aspects that would be expected from a broker software including policy issuing, billing, administration, CRM , reporting and multiple quoting functionalities. An important advantage is that it is a cloud based system meaning one does not need to install anything to his / her computer. The insurance quotes can be provided online (through a real time xml connection from insurers) or by inserting /uploading tariff tables. Since the quotes are provided in real time over xml connection then there is a slight delay in gathering and presenting the comparative prices. Marketing related customization options for brokers who use the system are available and extent of this will most likely be increased in the next version. All in all a very effective and easy-to-use software for policy quoting, issuing and administration.

February 2014

Tarmo from Optimal Kindlustusmaakler OÜ

Review Source: Capterra


Ease-of-use

5.0

Customer support

4.0

February 2014

comments: Insly

Process automation and efficiency are the two key words that can be associated with Insly broker system. The automated renewal engine for third party liability insurance allowed us to migrate 50% of the back office staff to other duties and tasks. The offers for mainstream insurance lines are composed automatically and quickly. What is even more important they look nice and professional. Even though the system is pre-calibrated some adjustments are still needed before the system can be used such as personalization of the offer summary templates. Naturally if needed one can use the standard white label templates available as well. Most of the calibration can be done easily by the user himself. At the same time there are some tasks that also require the involvement of the support staff.

January 2014

Piotr from DCU Insurance Partner

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

January 2014

Pros and cons of the Insly system

Pros: Insly insurance broker software is suitable both for brokers and agents. Works fine for small and big organization, allows to unify the working standard. It is an on-line system meaning there is no need to install anything on user's computer. All main aspects of insurance mediation business are covered well, such as a) CRM b) policy issuing; c) administration; d) reporting; e) quoting engine. Cons: Quotes are composed over the Internet connection hence an Internet connection is a must for accessing and using the system.

September 2014

Ivo from Directors Chambers Ltd

Verified Reviewer

Company Size: 11-50 employees

Review Source: GetApp


September 2014

Professional team

Insly has been helping us to distribute our products through broker channels in several countries. Cooperation with them is very simple and professional. Highly skilled professional development team solved all our system development needs quickly. System was light weight but flexible to suit different channels and specific needs.